Lead Finance Specialist managing cash flow planning and analysis for GE Vernova in Gas Power. Focusing on cash performance, operational actions, and financial reporting.
About the role
- Personal Finance Advisor developing and maintaining client relationships. Advising on financial strategies and solutions to meet clients' financial goals in a hybrid work environment.
Responsibilities
- Advise members and clients on the best strategies and work with them to identify expected results
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices in your field
- Participate in outreach activities and represent the credit union in the community
Requirements
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Mutual Fund Representative certificate — Autorité des marchés financiers (AMF)
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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